Sequoia Financial Advisors’s South Plains Financial SPFI Stock Holding History

Sequoia Financial Advisors’s Portfolio SPFI Stock Details SPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$204K	Buy	+4,731	New	+$197K	﹤0.01%	1975

Other funds holding SPFI

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Sequoia Financial Advisors's SPFI Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in South Plains Financial (SPFI) in Q2 2026: 4,731 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1975 among its holdings.

15 funds tracked by Wall St. Rank hold SPFI as of Q2 2026.

Sequoia Financial Advisors held 4,731 shares of South Plains Financial worth $204K as of Q2 2026.
South Plains Financial was a new Sequoia Financial Advisors position in Q2 2026.
South Plains Financial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1975 holding.
15 funds tracked by Wall St. Rank held South Plains Financial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.